BlueStem Wealth Partners’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$242K	Buy	888 +2	+0.2%	+$545	0.03%	98
2025 Q1	$238K	Buy	886 +7	+0.8%	+$1.88K	0.03%	89
2024 Q4	$294K	Buy	+879	New	+$294K	0.04%	79